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Brookfield Renewable Corp（BEPC）与Invitation Homes（INVH）财务数据对比。点击上方公司名可切换其他公司
Brookfield Renewable Corp的季度营收约是Invitation Homes的1.4倍（$952.0M vs $685.3M），Invitation Homes净利率更高（21.1% vs -152.0%，领先173.1%），Invitation Homes同比增速更快（4.0% vs -3.7%）
布鲁克菲尔德可再生能源是一家公开上市的能源企业，核心业务为持有及运营可再生能源资产，总部位于加拿大安大略省多伦多市，60%股权由布鲁克菲尔德资产管理公司持有，在全球清洁能源领域拥有丰富的运营经验与广泛的业务布局。
Invitation Homes是纽交所上市企业，总部位于美国得克萨斯州达拉斯市林肯中心大厦，由Dallas B. Tanner出任首席执行官。截至2024年7月，公司在全美16个市场持有约8.4万套独栋出租住宅，是美国规模最大的独栋住宅租赁业主，17%的租金收入来自加利福尼亚州。
BEPC vs INVH — 直观对比
营收规模更大
BEPC
是对方的1.4倍
$685.3M
营收增速更快
INVH
高出7.7%
-3.7%
净利率更高
INVH
高出173.1%
-152.0%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $952.0M | $685.3M |
| 净利润 | $-1.4B | $144.6M |
| 毛利率 | — | — |
| 营业利润率 | — | — |
| 净利率 | -152.0% | 21.1% |
| 营收同比 | -3.7% | 4.0% |
| 净利润同比 | -326.8% | 1.0% |
| 每股收益（稀释后） | — | $0.24 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收BEPCINVH
| Q4 25 | — | $685.3M | ||
| Q3 25 | — | $688.2M | ||
| Q2 25 | $952.0M | $681.4M | ||
| Q1 25 | — | $674.5M | ||
| Q4 24 | — | $659.1M | ||
| Q3 24 | — | $660.3M | ||
| Q2 24 | $989.0M | $653.5M | ||
| Q1 24 | — | $646.0M |
净利润BEPCINVH
| Q4 25 | — | $144.6M | ||
| Q3 25 | — | $136.7M | ||
| Q2 25 | $-1.4B | $140.9M | ||
| Q1 25 | — | $165.7M | ||
| Q4 24 | — | $143.1M | ||
| Q3 24 | — | $95.3M | ||
| Q2 24 | $-339.0M | $73.2M | ||
| Q1 24 | — | $142.3M |
净利率BEPCINVH
| Q4 25 | — | 21.1% | ||
| Q3 25 | — | 19.9% | ||
| Q2 25 | -152.0% | 20.7% | ||
| Q1 25 | — | 24.6% | ||
| Q4 24 | — | 21.7% | ||
| Q3 24 | — | 14.4% | ||
| Q2 24 | -34.3% | 11.2% | ||
| Q1 24 | — | 22.0% |
每股收益（稀释后）BEPCINVH
| Q4 25 | — | $0.24 | ||
| Q3 25 | — | $0.22 | ||
| Q2 25 | — | $0.23 | ||
| Q1 25 | — | $0.27 | ||
| Q4 24 | — | $0.24 | ||
| Q3 24 | — | $0.15 | ||
| Q2 24 | — | $0.12 | ||
| Q1 24 | — | $0.23 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $556.0M | $130.0M |
| 总债务越低越好 | — | $8.4B |
| 股东权益账面价值 | $10.8B | $9.5B |
| 总资产 | $46.0B | $18.7B |
| 负债/权益比越低杠杆越低 | — | 0.88× |
8季度趋势，按日历期对齐
现金及短期投资BEPCINVH
| Q4 25 | — | $130.0M | ||
| Q3 25 | — | $155.4M | ||
| Q2 25 | $556.0M | $65.1M | ||
| Q1 25 | — | $84.4M | ||
| Q4 24 | — | $174.5M | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | $614.0M | $749.4M | ||
| Q1 24 | — | $738.1M |
总债务BEPCINVH
| Q4 25 | — | $8.4B | ||
| Q3 25 | — | $8.2B | ||
| Q2 25 | — | $8.2B | ||
| Q1 25 | — | $8.1B | ||
| Q4 24 | — | $8.2B | ||
| Q3 24 | — | $9.0B | ||
| Q2 24 | — | $8.5B | ||
| Q1 24 | — | $8.5B |
股东权益BEPCINVH
| Q4 25 | — | $9.5B | ||
| Q3 25 | — | $9.6B | ||
| Q2 25 | $10.8B | $9.7B | ||
| Q1 25 | — | $9.7B | ||
| Q4 24 | — | $9.8B | ||
| Q3 24 | — | $9.9B | ||
| Q2 24 | $14.8B | $10.0B | ||
| Q1 24 | — | $10.1B |
总资产BEPCINVH
| Q4 25 | — | $18.7B | ||
| Q3 25 | — | $18.8B | ||
| Q2 25 | $46.0B | $18.7B | ||
| Q1 25 | — | $18.6B | ||
| Q4 24 | — | $18.7B | ||
| Q3 24 | — | $19.6B | ||
| Q2 24 | $42.6B | $19.2B | ||
| Q1 24 | — | $19.2B |
负债/权益比BEPCINVH
| Q4 25 | — | 0.88× | ||
| Q3 25 | — | 0.86× | ||
| Q2 25 | — | 0.85× | ||
| Q1 25 | — | 0.83× | ||
| Q4 24 | — | 0.84× | ||
| Q3 24 | — | 0.91× | ||
| Q2 24 | — | 0.85× | ||
| Q1 24 | — | 0.84× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $139.0M | $128.7M |
| 自由现金流经营现金流 - 资本支出 | — | $122.4M |
| 自由现金流率自由现金流/营收 | — | 17.9% |
| 资本支出强度资本支出/营收 | — | 0.9% |
| 现金转化率经营现金流/净利润 | — | 0.89× |
| 过去12个月自由现金流最近4个季度 | — | $1.2B |
8季度趋势，按日历期对齐
经营现金流BEPCINVH
| Q4 25 | — | $128.7M | ||
| Q3 25 | — | $394.6M | ||
| Q2 25 | $139.0M | $382.5M | ||
| Q1 25 | — | $300.5M | ||
| Q4 24 | — | $132.8M | ||
| Q3 24 | — | $313.6M | ||
| Q2 24 | $140.0M | $369.8M | ||
| Q1 24 | — | $265.6M |
自由现金流BEPCINVH
| Q4 25 | — | $122.4M | ||
| Q3 25 | — | $387.8M | ||
| Q2 25 | — | $374.4M | ||
| Q1 25 | — | $293.3M | ||
| Q4 24 | — | $125.0M | ||
| Q3 24 | — | $305.2M | ||
| Q2 24 | — | $363.8M | ||
| Q1 24 | — | $257.1M |
自由现金流率BEPCINVH
| Q4 25 | — | 17.9% | ||
| Q3 25 | — | 56.4% | ||
| Q2 25 | — | 54.9% | ||
| Q1 25 | — | 43.5% | ||
| Q4 24 | — | 19.0% | ||
| Q3 24 | — | 46.2% | ||
| Q2 24 | — | 55.7% | ||
| Q1 24 | — | 39.8% |
资本支出强度BEPCINVH
| Q4 25 | — | 0.9% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | 1.2% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 1.2% | ||
| Q3 24 | — | 1.3% | ||
| Q2 24 | — | 0.9% | ||
| Q1 24 | — | 1.3% |
现金转化率BEPCINVH
| Q4 25 | — | 0.89× | ||
| Q3 25 | — | 2.89× | ||
| Q2 25 | — | 2.71× | ||
| Q1 25 | — | 1.81× | ||
| Q4 24 | — | 0.93× | ||
| Q3 24 | — | 3.29× | ||
| Q2 24 | — | 5.05× | ||
| Q1 24 | — | 1.87× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
